Zack Pittman, Senior Consultant: or (440) 220-4100.

  • Both the art & science to the insurance sales cycle
  • Structure of the value-driven insurance sales process to create a repeatable & sustainable sales approach
  • Pre-call planning to ensure a structured framework is in place prior to every prospect interaction
  • Producer business planning to establish SMART goals
  • Creating a value proposition that is unique to target prospects
  • How to utilize LinkedIn for more introductions & identify strategic relationships
  • How to acknowledge & overcome any prospect objections
  • Defined prospect meeting structure to provide clarity around meeting goals & objectives
  • Creating awareness of business & insurance issues through questioning
  • Improved communication techniques to better listen & respond during prospect discussion
  • Identifying & overcoming prospect concerns in the sales process
  • How to close & advance each stage of the sales process

You will need access to Zoom as well as our customized training platform in order to participate in these sessions. Once registration is confirmed, the MarshBerry Team will reach out to you with instructions on how to download and use these resources to make the most out of your Producer Academy experience.

The next Producer Academy workshop will begin on Thursday, July 16th and run through Thursday, September 3rd. Contact the MarshBerry Team if you have a conflict with our June date and we will add you to the waitlist for the July session!


Please reference the MarshBerry events page for a full view of all upcoming events HERE.

Please contact Lexi Bales, Event Manager, at or (440) 220-4082 for modifications to your registration. If you wish to transfer your registration to another member of your organization, please let us know and we'd be happy to make the change.

Cancellations for this program are eligible for a full credit or refund of previously-paid registration fees (less a credit card processing fee of $50 per attendee) if received at least 10 business days prior to the start of the program. 

All registration cancellations must be submitted in writing to before the designated deadline.

Cancellations received fewer than 10 business days prior to the start of the program are not eligible for a refund. You acknowledge and agree that MarshBerry is not liable for any costs incurred by You due to Your registration cancellation.


MarshBerry reserves the right to cancel/change programs, content, speakers or venues at any time. MarshBerry will not be held liable for any costs incurred by Registrant if the Event is cancelled due to inclement weather, faculty cancellation or any force majeure incident. Registrant expressly acknowledges and agrees that MarshBerry will not be liable for any incidental, consequential or other out-of-pocket expenses incurred by the Registrant (including, e.g., for travel) in connection with the Event or cancellation thereof. If you have questions regarding MarshBerry's Event refunds or cancellation policy, please call us at (440) 220-4082.